EP Wealth Advisors’s CrowdStrike CRWD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$7.56M Buy
2025
Q1
$4.98M Sell
2024
Q4
$4.85M Buy
2024
Q3
$3.63M Sell
2024
Q2
$6.58M Buy
2024
Q1
$1.62M Buy
2023
Q4
$823K Buy
2023
Q3
$370K Sell
2023
Q2
$439K Buy
2023
Q1
$4.13M Buy
2022
Q4
$295K Buy
2022
Q3
Sell
2022
Q2
$419K Buy
2022
Q1
$545K Buy
2021
Q4
$450K Sell
2021
Q3
$706K Buy
2021
Q2
$687K Buy
2021
Q1
$491K Buy
2020
Q4
$212K Buy